Private Wealth Advisor
สถานที่ทำงานBangkok
ประเภทของงานพนักงานประจำ
เงินเดือน20,000-50,000 ฿
รายละเอียดงาน
- Give advice to strategic customers for retail products such as bancassurance, mutual fund, wealth products including cross selling other Bank’s products.
- Expand and explore new opportunity to prospect customers.
- Manage strategic portfolio by analyzing, building, and maintaining relationship with preferred customers.
- Manage and work closely with related departments and partners to drive business performance to achieve targets.
- Achieve individual assigned target revenue and KPIs.
ประสบการณ์
- At least 1 years of experience in personal advisor role - wealth related.
- Have Life & Non-Life insurance license.
- Have IC license.
การศึกษา
- Bachelor or higher degree in Business Administration, Economics or other related fields.